Talcott Financial Group

Account Manager

• Build Talcott’s retail distribution infrastructure
• Develop and implement short- and long-term strategies for building client relationships, generating new business, and driving revenue growth
• Collaborate cross-functionally to understand how product refinements and service improvements impact company strategy and operational demands
• Work closely with the Head of Retail Distribution to develop business plans that maximize sales and meet growth objectives
• Engage IMO marketers, independent agents, and independent financial advisors to promote Talcott annuity sales
• Spend 70% of time meeting face to face with IMO principals, marketers, and agents, and 30% in the home office making outbound calls
• Build and maintain marketer and producer relationships and communicate market, industry, and product updates
• Identify and develop new advisors while strengthening existing advisor relationships
• Drive sales through outbound calling, webinars, field activity, and in-person meetings
• Execute frequent touchpoints with assigned agents and marketers
• Create, execute, and follow up on email campaigns
• Schedule, coordinate, and run national conference calls, webinars, GoToMeetings, and campaigns
• Conduct product and sales training through individual and group sessions, seminars, workshops, and conferences
• Plan and deploy resources into the assigned territory through marketing and sales initiatives
• Own budget and expense account
• Use CRM daily to record contacts, notes, activities, and follow-up
• Maintain a high level of professional conduct
• Apply in-depth knowledge of fixed and fixed indexed annuities and their role in clients’ overall financial plans

Relationship Manager